Who Owns Vanguard Mortgage-Backed Securities ETF (VMBS)?Hedge Fund & Institutional Holders

$46.92+0.01 (+0.01%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$44.68$45.48$46.27$47.06$47.86Aug 24Jun 25Mar 26

VMBS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2.1M+$2.8T
Focus Partners WealthNew Position+2.4M+$113.0B
KEYBANK NATIONAL ASSOCIATION/OHNew Position+2.3M+$107.1B
STIFEL FINANCIAL CORPIncreased+2.0M+$94.5B
Valmark Advisers, Inc.New Position+1.6M+$73.1B
ALESCO ADVISORS LLCNew Position+1.5M+$71.9B
FIRST INTERSTATE BANKNew Position+1.3M+$62.8B
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.New Position+902K+$42.5B
WELLS FARGO & COMPANY/MNIncreased+843K+$38.6B
MANNING & NAPIER ADVISORS LLCNew Position+737K+$34.8B
SOFI WEALTH, LLCNew Position+693K+$32.6B
Evergreen Advisors, LLCNew Position+666K+$31.3B
UBS Group AGIncreased+572K+$27.0B
COURIER CAPITAL LLCNew Position+523K+$24.6B
Baker Avenue Asset Management, LPNew Position+489K+$23.0B

VMBS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-26.3M-$1.2T
Kovitz Investment Group Partners, LLCClosed Position-2.3M-$106.7B
Financial Engines Advisors L.L.C.Decreased-178K-$76.8B
Acropolis Investment Management, LLCDecreased-996K-$45.6B
Mitsubishi UFJ Asset Management Co., Ltd.Decreased-162K-$38.7B
Garde Capital, Inc.Closed Position-814K-$38.2B
BlueStem Wealth Partners, LLCClosed Position-597K-$28.1B
OSAIC HOLDINGS, INC.Decreased-353K-$18.8B
Allworth Financial LPDecreased-7K-$17.7B
Cresset Asset Management, LLCDecreased-320K-$15.7B
Obsidian Personal Planning Solutions LLCClosed Position-192K-$9.1B
WNY Asset Management, LLCClosed Position-189K-$8.9B
VICTORY CAPITAL MANAGEMENT INCDecreased-173K-$8.3B
Prospera Financial Services IncDecreased-313-$6.9B
1607 Capital Partners, LLCDecreased-98K-$4.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/55,520,329$2.6T0.19%Share
2JPMORGAN CHASE & CO14,176,892$667.0B0.04%Share
3ASSETMARK, INC8,792,867$414.0B0.84%Share
4STIFEL FINANCIAL CORP8,184,604$385.0B0.35%Share
5JPMORGAN CHASE & CO7,615,519$358.0B0.02%Share
6WELLS FARGO & COMPANY/MN5,567,323$262.0B0.05%Share
7RAYMOND JAMES FINANCIAL INC4,950,908$233.0B0.07%Share
8LINCOLN NATIONAL CORP3,750,726$176.6B5.16%Share
9BANK OF AMERICA CORP /DE/3,633,863$171.0B0.01%Share
10AMERIPRISE FINANCIAL INC2,926,870$137.0B0.03%Share
11Focus Partners Wealth2,409,074$113.0B0.13%Share
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,415,095$113.0B0.02%Share
13KEYBANK NATIONAL ASSOCIATION/OH2,272,383$107.0B0.38%Share
14WELLS FARGO & COMPANY/MN2,121,466$99.0B0.02%Share
15AMERIPRISE FINANCIAL INC2,003,628$94.0B0.02%Share
16Angeles Investment Advisors, LLC1,923,500$90.6B6.04%Share
17CASTLEARK MANAGEMENT LLC1,705,540$80.0B2.35%Share
18ROYAL BANK OF CANADA1,635,898$77.0B0.01%Share
19Valmark Advisers, Inc.1,552,952$73.1B0.90%Share
20ALESCO ADVISORS LLC1,527,417$71.9B1.86%Share
21UBS Group AG1,476,615$69.5B0.01%Share
22Ally Invest Advisors Inc.1,350,779$63.6B4.39%Share
23FIRST INTERSTATE BANK1,318,758$62.1B3.33%Share
24WELLS FARGO & COMPANY/MN1,245,532$58.0B0.01%Share
25RAYMOND JAMES FINANCIAL INC1,041,982$49.0B0.02%Share
26JPMORGAN CHASE & CO1,051,175$49.0B0.00%Share
27Bell Investment Advisors, Inc1,038,999$48.9B7.74%Share
28BANK OF HAWAII998,548$47.0B2.32%Share
29CANTOR FITZGERALD INVESTMENT ADVISORS L.P.901,880$42.5B3.14%Share
301832 Asset Management L.P.775,882$36.0B0.03%Share
31VICTORY CAPITAL MANAGEMENT INC769,772$36.0B0.02%Share
32JPMORGAN CHASE & CO776,051$36.0B0.00%Share
33MANNING & NAPIER ADVISORS LLC737,258$34.8B0.45%Share
34Acropolis Investment Management, LLC736,411$34.7B1.56%Share
35POWER WEALTH MANAGEMENT LLC692,918$32.6B11.49%Share
36SOFI WEALTH, LLC692,870$32.6B1.63%Share
37Evergreen Advisors, LLC665,812$31.3B7.64%Share
38SEVEN MILE ADVISORY608,490$28.6B4.92%Share
39Orion Porfolio Solutions, LLC613,466$28.0B0.21%Share
40OSAIC HOLDINGS, INC.571,957$26.0B0.04%Share
41Employees' Retirement Fund of the City of Fort Worth531,600$25.0B11.20%Share
42COURIER CAPITAL LLC522,686$24.6B1.38%Share
43BANK OF AMERICA CORP /DE/523,927$24.0B0.00%Share
44JPMORGAN CHASE & CO504,907$23.0B0.00%Share
45Baker Avenue Asset Management, LP488,931$23.0B0.53%Share
46ST GERMAIN D J CO INC486,346$22.9B0.89%Share
47Savvy Advisors, Inc.470,520$22.2B0.72%Share
48Zurich Insurance Group Ltd/FI467,648$22.0B0.15%Share
49Rockefeller Capital Management L.P.485,265$22.0B0.04%Share
50US BANCORP \DE\452,905$21.3B0.02%Share

VMBS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025669$8.5T+316
Q3 2025353$6.7T-221
Q2 2025574$10.8T-34
Q1 2025608$13.6T+102
Q4 2024506$178.3T+132
Q3 2024374$2052.2T+8
Q2 2024366$2139.1T+9
Q1 2024357$1660.8T—

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As of Q4 2025, 50 institutional investors hold VMBS (Vanguard Mortgage-Backed Securities ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $2.6T in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own VMBS?

As of Q4 2025, 50 institutional investors report holding VMBS (Vanguard Mortgage-Backed Securities ETF) in their 13F filings.

Who is the largest institutional holder of VMBS?

The largest institutional holder of VMBS is BANK OF AMERICA CORP /DE/ with $2.6T in shares.

Is institutional ownership of VMBS increasing or decreasing?

This quarter, 11 institutions opened new positions in VMBS and 5 closed their positions.